Penn Square IV U.S. Real Estate Fund, LP — Form D
Penn Square IV U.S. Real Estate Fund, LP of STEAMBOAT SPRINGS, CO, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2018-09-07. The offering totals $200.0M, of which $2.6M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2018-09-07
- Form: D
- Accession: 0001752121-18-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.5
- Total offering: $200.0M
- Amount sold: $2.6M
- Remaining: $197.4M
- Minimum investment: $100K
- Investors: 15
- Date of first sale: 2018-08-29
- Security types: equity, fund interests
- SEC file number: 021-320850
Issuer
- Name: Penn Square IV U.S. Real Estate Fund, LP
- CIK: 0001752121
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2018
- Address: C/OPENN SQUARE IV GP, LLC, STEAMBOAT SPRINGS, CO, 80487
- Phone: 610-745-4861
Officers, directors & promoters (12)
| Name | Role | Location |
|---|
| David Gilbert | Executive Officer | New York, NY |
| n/a Penn Square IV GP, LLC | Director | Steamboat Springs, CO |
| n/a Penn Square IV GP, LLC | Executive Officer | Steamboat Springs, CO |
| n/a Penn Square IV GP, LLC | Promoter | Steamboat Springs, CO |
| Michelle Levy | Executive Officer | New York, NY |
| Jonathan Albro | Executive Officer | Radnor, PA |
| Richard Schaupp | Executive Officer | New York, NY |
| N/A Clarion Partners, LLC | Promoter | New York, NY |
| N/A Penn Square Distributors, LLC | Director | Steamboat Springs, CO |
| N/A Penn Square Distributors, LLC | Promoter | Steamboat Springs, CO |
| Jack Wood | Executive Officer | Steamboat Springs, CO |
| Timothy Hughes | Executive Officer | Steamboat Springs, CO |
Other filings by this issuer (11)
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